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Nickel Contributor
Posts: 62
Registered: ‎05-06-2010

SLX8- how to globally change Owner for group of accounts

Hi

 

Previously we didn't use the "Owner" field so all our accounts are owned by "Everyone."  I've been testing out using "Teams" to designate our territories and created Teams for our reps and various geographic locations.  So far it seems to be a good fit.  The next step is figuring out how to update all the accounts Owner from Everyone to each of the teams.

 

Can anyone tell me how I can globally change a group of accounts to a particular team?  I remember there being a "global replace" feature in our previous 7 LAN version, but don't seem to find it in this one, but perhaps I'm not looking in the right place.  Ideally I'd like to be able to change it for a specific group of accounts that would probably be an Ad hock group.  I'm sure there must be some way to do this without manually changing them.  I'd appreciate any advice on how to go about it.

 

Thanks,

 

Kim 

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: SLX8- how to globally change Owner for group of accounts

Territory Re-alignment in the Admin Application.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Nickel Contributor
Posts: 62
Registered: ‎05-06-2010

Re: SLX8- how to globally change Owner for group of accounts

Can you be more specific than that?  I'm logged into SalesLogix as the Admin and don't see any section called "territory re-alignment".  (I'm on 8 cloud)  I see:

 

Users

Teams

Departments

Roles

Competitors

lead sources

Products

Packages

Pick Lists

Literature Items

Resources

Qualifications

Secured Actions

Security Manager

Form Manager

Integration Setup

 

I also thought I might find it under the Tools or Administration menus, but didn't see it listed there.  When I use the "Help" and enter "territory re-alignment" it just tells me how to set up teams, but nothing about how to reassign a group of accounts to a given team.

 

Thanks,

 

Kim

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: SLX8- how to globally change Owner for group of accounts

LAN Admin app

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Nickel Contributor
Posts: 62
Registered: ‎05-06-2010

Re: SLX8- how to globally change Owner for group of accounts

Thanks - I'll have to pass this task on to our real administrator then.